See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,375 | $80,717+132.1% | $154,803+21.0% | $84,808+120.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.37% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $4,931 | $2,761+78.6% | $4,305+14.5% | $2,631+87.4% |
| Participant deferral / active EE | $8,783 | $3,303+165.9% | $5,540+58.5% | $4,212+108.5% |
| Admin fee / account holder | $103,522 | $6,746+1434.6% | $14,329+622.5% | $7,344+1309.6% |